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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

414 hedge funds and large institutions have $3.24B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 28 closing their positions.

Holders
414
Holders Change
+19
Holders Change %
+4.81%
% of All Funds
5.99%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
54
Increased
139
Reduced
166
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$43.6M
2
DPI
2
Diversified Portfolios Inc
Michigan
$58.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$13.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.3M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$11M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$0
2
CA
2
Capital Advantage
California
$2.08M
3
Bank of America
3
Bank of America
North Carolina
$164M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$54.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$454M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIBT
76
First International Bank & Trust
North Dakota
$6.32M +$34.5K +680 +0.5%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$6.05M -$523K -10,305 -8%
LWM
78
LongView Wealth Management
Georgia
$5.88M +$541K +10,664 +10%
RSWM
79
Robertson Stephens Wealth Management
California
$5.8M +$5.8M +114,381 New
CPIG
80
Chicago Partners Investment Group
Illinois
$5.8M -$2.75M -54,243 -32%
PFM
81
Phillips Financial Management
Indiana
$5.78M -$649K -12,799 -10%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$5.67M -$21K -415 -0.4%
FF
83
Farrow Financial
Vermont
$5.59M -$238K -4,697 -4%
AF
84
Allworth Financial
California
$5.58M -$1.57M -30,979 -22%
LIS
85
Legacy Investment Solutions
Idaho
$5.57M +$5.57M +110,326 New
LWMI
86
Legacy Wealth Management (Idaho)
Idaho
$5.57M +$5.57M +110,326 New
WWS
87
Wellington Wealth Strategies
Indiana
$5.53M +$5.53M +109,059 New
SWG
88
Summit Wealth Group
Vermont
$5.41M +$481K +9,475 +10%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$5.32M +$421K +8,305 +9%
RF
90
RHS Financial
California
$5.06M -$325K -6,410 -6%
AWMS
91
Advocacy Wealth Management Services
Georgia
$5.03M -$977K -19,247 -16%
TWP
92
Tempus Wealth Planning
California
$4.97M -$480K -9,451 -9%
Prudential Financial
93
Prudential Financial
New Jersey
$4.96M +$240K +4,725 +5%
APIM
94
Agate Pass Investment Management
Washington
$4.86M -$337K -6,645 -6%
RW
95
RVW Wealth
California
$4.8M -$702K -13,833 -13%
Morgan Stanley
96
Morgan Stanley
New York
$4.61M -$12.1M -238,381 -72%
SWP
97
Strategic Wealth Partners
Ohio
$4.58M +$4.58M +90,277 New
WA
98
Waverly Advisors
Alabama
$4.49M -$124K -2,446 -3%
CPC
99
Congress Park Capital
New York
$4.48M +$4.48M +88,285 New
HCM
100
Howland Capital Management
Massachusetts
$4.44M -$177K -3,487 -4%
2 3
4
5 6